Capital International Investors Reduces Position in Datadog, Inc. $DDOG

Capital International Investors reduced its holdings in Datadog, Inc. (NASDAQ:DDOG) by 7.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,158,782 shares of the company’s stock after selling 183,554 shares during the period. Capital International Investors owned approximately 0.62% of Datadog worth $307,411,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. PKO Investment Management Joint Stock Co acquired a new position in shares of Datadog during the 3rd quarter valued at about $1,709,000. Hartford Investment Management Co. purchased a new stake in shares of Datadog in the third quarter valued at about $2,689,000. Munro Partners acquired a new stake in Datadog during the third quarter worth about $7,120,000. IQ EQ FUND MANAGEMENT IRELAND Ltd increased its position in Datadog by 134.5% during the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company’s stock worth $4,435,000 after purchasing an additional 17,860 shares during the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in Datadog by 37.9% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock worth $15,555,000 after purchasing an additional 30,008 shares during the period. 78.29% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

DDOG has been the topic of several recent analyst reports. Rosenblatt Securities reiterated a “buy” rating and issued a $185.00 target price on shares of Datadog in a report on Wednesday, February 11th. BTIG Research reduced their price target on shares of Datadog from $221.00 to $170.00 and set a “buy” rating on the stock in a research report on Tuesday, February 10th. Robert W. Baird set a $180.00 price objective on Datadog in a report on Wednesday, February 11th. Wolfe Research lowered their price objective on Datadog from $185.00 to $160.00 and set an “outperform” rating for the company in a research report on Tuesday, February 10th. Finally, KeyCorp cut their target price on Datadog from $170.00 to $155.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Thirty-six equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $179.62.

Insider Activity at Datadog

In other news, CEO Olivier Pomel sold 68,922 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the sale, the chief executive officer owned 704,821 shares of the company’s stock, valued at approximately $77,910,913.34. This represents a 8.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Shardul Shah sold 7,916 shares of the firm’s stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $124.89, for a total transaction of $988,629.24. Following the completion of the transaction, the director directly owned 340,701 shares of the company’s stock, valued at approximately $42,550,147.89. The trade was a 2.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 292,622 shares of company stock worth $36,347,847 in the last three months. 6.67% of the stock is owned by company insiders.

Datadog Stock Down 4.3%

Shares of NASDAQ DDOG opened at $123.08 on Wednesday. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The business’s 50 day moving average is $123.60 and its two-hundred day moving average is $141.84. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69. The firm has a market cap of $43.40 billion, a price-to-earnings ratio of 397.03, a PEG ratio of 35.34 and a beta of 1.31.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 EPS for the quarter, topping the consensus estimate of $0.55 by $0.04. The business had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The company’s quarterly revenue was up 29.2% on a year-over-year basis. During the same period last year, the business posted $0.49 earnings per share. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Research analysts predict that Datadog, Inc. will post 0.34 EPS for the current year.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog has had a 5-day winning streak with roughly +16% over that period and an estimated market-cap gain of about $6.1B, which signals renewed investor interest and momentum into the name. Why Investors Are Flocking Back To DDOG Stock?
• Positive Sentiment: Cohesity announced a strategic integration with Datadog to combine observability with rapid data recovery for AI production environments — a partnership that can expand enterprise use cases around AI agent resilience. Cohesity Partners with Datadog
• Positive Sentiment: Datadog launched an MCP Server product to give AI agents secure, real‑time access to unified observability data — a product expansion that reinforces its positioning in AI-enabled observability. Datadog Launches MCP Server
• Neutral Sentiment: Media/analyst attention has picked up (Zacks, Yahoo pieces highlight trending interest), which can drive both flows and volatility but does not by itself change fundamentals. Is Trending Stock Datadog, Inc. (DDOG) a Buy Now?
• Neutral Sentiment: Reported short-interest figures in the feed show zero shares and NaN changes (data inconsistency). This looks like a reporting/data error rather than a material increase in short exposure; short-interest impact appears negligible.
• Negative Sentiment: Datadog CTO Alexis Le‑Quoc sold 53,541 shares at an average $110.54 on March 2 (~$5.92M), trimming his position by ~10.9% — an insider sale that can weigh on sentiment, especially amid recent gains. SEC filing: SEC Form 4

About Datadog

Datadog (NASDAQ: DDOG) is a cloud-based monitoring and observability platform that helps organizations monitor, troubleshoot and secure their applications and infrastructure at scale. Its software-as-a-service offering collects and analyzes metrics, traces and logs from servers, containers, cloud services and applications to provide real-time visibility into system performance and health. Datadog’s platform is widely used by engineering, operations and security teams to reduce downtime, accelerate incident response and improve application reliability.

The company’s product suite includes infrastructure monitoring, application performance monitoring (APM), log management, real user monitoring (RUM), synthetic monitoring and network performance monitoring, along with security-focused products such as security monitoring and cloud SIEM.